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Ondas Secures Over $40 Million in New Orders for Autonomous Defense Systems as Demand for Loitering Munition Systems Accelerates in Europe and the U.S.

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Ondas (NASDAQ:ONDS) reported securing over $40 million in June 2026 orders for autonomous defense systems, including Counter-UAS and Loitering Munition Systems, from government and defense customers.

According to Ondas, second-quarter 2026 orders now exceed $150 million, supported by Rotron's successful SkyLance long-range strike trial under the UK Ministry of Defence.

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AI-generated analysis. How Rhea-AI works. Not financial advice.

Positive

  • June 2026 defense orders exceed $40 million
  • Q2 2026 total orders and awards surpass $150 million
  • More than $30 million in May 2026 orders across multiple defense domains
  • Successful SkyLance trial under UK Ministry of Defence Project Brakestop
  • Growing demand for C-UAS and Loitering Munition Systems in Europe and the U.S.

Negative

  • None.

News Market Reaction – ONDS

-3.72%
-3.72% News Effect

On the day this news was published, ONDS declined 3.72%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

What This Means

This announcement highlights Q2 2026 orders above $150 million and successful SkyLance trials, reinf...
Analysis

This announcement highlights Q2 2026 orders above $150 million and successful SkyLance trials, reinforcing Ondas’ LMS and C-UAS positioning. Investors may watch how this backlog converts to revenue amid elevated short interest and active shelf flexibility.

Key Figures

June new orders: more than $40 million Q2-to-date orders: more than $150 million May 2026 orders: more than $30 million +1 more
4 metrics
June new orders more than $40 million Autonomous defense systems orders in June 2026
Q2-to-date orders more than $150 million Second quarter 2026 orders including June awards
May 2026 orders more than $30 million Orders secured during May 2026 across defense and autonomous systems
Q2 2026 total orders more than $150 million Second quarter 2026 orders and awards across platform

Historical Context

5 past events · Latest: Jun 18 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jun 18 M&A announcement Positive -0.3% Agreed to acquire Cyberhawk in a mostly cash deal with strong backlog.
Jun 16 Product launch Positive -3.1% Launched new autonomous defense system-of-systems at Eurosatory 2026.
Jun 02 Defense contract win Positive +0.9% Subsidiary selected as high-altitude balloon provider for U.S. Navy program.
May 29 Order update Positive -0.2% Reported over $30M May orders and Q1 revenue with large backlog.
May 18 Governance notice Neutral -5.9% Urged stockholders to vote to ensure quorum for annual meeting.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent positive contract and order announcements have often been followed by flat to negative next‑day price moves.

Regulatory & Risk Context

Active S-3 Shelf · Short Interest: 34.35%
Shelf Active
Short Interest
34.35% of shares outstanding
as of 2026-05-29 Days to cover: 1.71

Short interest appears elevated, indicating increased potential for volatility and the risk of sharp moves if sentiment or liquidity conditions change.

Active S-3 Shelf Registration 2025-09-09

An effective S-3ASR universal shelf allows Ondas to issue various securities, providing flexibility to raise capital or structure financings via future prospectus supplements.

Key Terms

counter-uas, loitering munition systems, electronic warfare technologies
3 terms
counter-uas technical
"including Counter-UAS ("C-UAS") solutions, Loitering Munition Systems"
Counter-UAS (counter-unmanned aircraft systems) are tools and tactics used to detect, track, and disable or divert drones that pose a threat to people, property, or operations. Think of them as a combination of a security camera, alarm system, and net that can find an unwanted flying device and stop it before it causes harm. Investors care because demand, regulation, and deployment of these systems affect revenue, contract opportunities, legal risk, and the valuation of companies that build or use them.
loitering munition systems technical
"demand for Counter-UAS, Loitering Munition Systems ("LMS") and integrated"
Loitering munition systems are unmanned, aircraft-like weapons that can circle over an area for some time, search for a target, and then dive to destroy it — think of a hybrid between a drone and a expendable missile. Investors track them because they tie directly to defense spending, export controls and regulation, and the pace of military procurement; changes in demand or legal restrictions can quickly affect manufacturers’ sales and stock value.
electronic warfare technologies technical
"robotic platforms, electronic warfare technologies and AI-powered command-and-control"
Electronic warfare technologies are systems and tools that detect, disrupt, deceive or protect electronic signals such as radio, radar and communications, like noise-cancelling headphones or traffic signals that block or reroute messages. For investors, they matter because they drive defense and cybersecurity spending, affect a maker’s revenue and export risk, and can create long-term contracts or regulatory hurdles that influence a company’s financial outlook.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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New June orders bring Ondas' Q2-to-date order activity to over $150 million, driven by demand for Counter-UAS, Loitering Munition Systems ("LMS") and integrated autonomous defense capabilities

Rotron Aerospace's successful SkyLance trial under the UK Ministry of Defence's Project Brakestop advances Ondas' LMS platform and strengthens its position in sovereign long-range strike capabilities playing a key part of Ondas' LMS strategy

WEST PALM BEACH, FL / ACCESS Newswire / June 22, 2026 / Ondas Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous drone and advanced defense technologies, today announced that it has secured more than $40 million in aggregate new orders during June for autonomous defense systems, including Counter-UAS ("C-UAS") solutions, Loitering Munition Systems ("LMS"), ground systems and related defense services from governmental and defense customers across multiple international markets. Together with previously announced awards, these new orders bring Ondas' second-quarter-to-date order activity to more than $150 million.

The new awards reflect continued demand for Ondas' autonomous defense technologies as governments and defense forces respond to rapidly evolving threats from unmanned aerial systems, and a growing demand for long-range precision strike platforms. Ondas believes the growth of the LMS market represents a natural extension of the same operational forces driving demand for C-UAS technologies.

"June new orders demonstrate the increasing demand for autonomous defense technologies capable of addressing the realities of modern warfare," said Eric Brock, Chairman and CEO of Ondas. "Counter-UAS has become an urgent priority for governments around the world as drone threats continue to accelerate, and we are now seeing the next major wave of demand forming around Loitering Munition Systems and affordable long-range precision engagement. This demand is especially visible across Europe and the United States, where allied defense customers are moving quickly to strengthen both defensive and offensive autonomous capabilities."

A key part of Ondas' LMS strategy is Rotron Aerospace Ltd. ("Rotron"), the Company's wholly owned UK-based subsidiary. Rotron recently completed a successful flight trial of its SkyLance system under the UK Ministry of Defence's Project Brakestop, a Taskforce Kindred-funded program focused on advancing the United Kingdom's next-generation long-range strike capability. SkyLance is a one-way-effect system designed to combine substantial operational range with precision engagement capability. The successful trial validated core technologies supporting the SkyLance platform and demonstrated Rotron's ability to rapidly deliver advanced, operationally relevant capability in support of sovereign UK defense priorities.

SkyLance is designed, developed and manufactured in the United Kingdom, providing sovereign control over critical propulsion, platform and integration technologies. Rotron's lean operating model, rapid development cycles and competitive cost base enable it to deliver advanced long-range strike capability at significantly lower cost and greater speed than traditional procurement models, while strengthening the UK defense industrial base. Ondas believes these characteristics are increasingly important as governments seek to replenish defense stockpiles, deploy autonomous strike capabilities at scale, and reduce reliance on legacy systems that are often costly, slow to procure and difficult to adapt to rapidly changing battlefield requirements.

The June orders build upon Ondas' previously announced commercial momentum during the second quarter, including more than $30 million in orders secured during May across air defense, Counter-UAS, autonomous ISR, robotic systems and precision engagement technologies. Together with previously announced awards, Ondas has now secured more than $150 million in orders and awards during the second quarter of 2026, demonstrating accelerating customer adoption of the Company's integrated autonomous systems architecture and validating its strategic growth plan focused on scaling each technology segment through operational integration, shared customer access and continuous technology innovation.

Ondas' autonomous defense platform is designed to support the growing convergence of detection, intelligence, protection and engagement capabilities. The Company's C-UAS technologies address the need to defend against hostile drones and unmanned aerial threats, while its LMS capabilities are intended to provide customers with scalable precision strike and one-way attack options. These systems are supported by Ondas' broader technology base across aerial intelligence, robotic platforms, electronic warfare technologies and AI-powered command-and-control software, enabling customers to deploy integrated mission capabilities rather than fragmented point solutions.

"In a short period of time, Ondas has assembled and integrated what we believe to be some of the most advanced and operationally proven autonomous technologies available anywhere in the world," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "The market is moving quickly from individual drone systems toward integrated autonomous architectures that can support air defense, intelligence, precision engagement and robotic operations together. C-UAS remains one of the most urgent requirements in the market, and Loitering Munition Systems are becoming a major growth area as customers seek scalable and affordable strike capabilities. Rotron's SkyLance system adds important sovereign UK long-range strike technology to Ondas' platform, and we believe it will help accelerate our LMS position across Europe, the United States and allied defense markets."

Ondas believes its LMS strategy is strengthened by the Company's broader operating model, which combines advanced technologies from multiple business units into a unified autonomous defense platform. Through this model, Ondas is able to connect product development, manufacturing, customer access and field experience across its technology segments, creating commercial synergies and expanding the Company's ability to compete for larger defense programs. The Company believes this integrated approach is particularly important as defense customers increasingly seek system-of-systems solutions rather than single-point products.

The Company believes the convergence of rising global defense spending, operational lessons from current conflicts, and accelerating adoption of autonomous technologies is creating a significant multi-billion-dollar industry wide opportunity across its core defense and security markets. Ondas expects continued demand for autonomous defense systems capable of delivering scalable, cost-effective and integrated mission capabilities across Counter-UAS, Loitering Munition Systems, ISR, ground robotics, electronic warfare and AI-enabled command-and-control.

About Ondas Inc.
Ondas Inc. (NASDAQ:ONDS) is a leading provider of autonomous systems, robotics, and mission-critical technologies for defense, homeland security, public safety, critical infrastructure, and industrial markets. The Company develops and deploys integrated unmanned and autonomous platforms across air, ground, and stratospheric environments, including autonomous drone systems, counter-UAS technologies, robotic ground systems, advanced unmanned aircraft and propulsion solutions, demining and engineering systems, and integrated sensing and communications technologies designed to support intelligence, surveillance, reconnaissance, security, and operational missions in complex environments. Ondas' solutions are deployed globally by government, defense, and commercial customers to protect infrastructure, borders, transportation networks, personnel, and strategic assets.

For additional information on Ondas Inc., visit www.ondas.com.

Forward-Looking Statements
Statements made in this release that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading "Risk Factors" discussed under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.

Contacts

IR Contact for Ondas Inc.
888-657-2377
ir@ondas.com

Media Contact for Ondas Inc.

Escalate PR
ondas@escalatepr.com

Preston Grimes
Marketing Manager, Ondas Inc.
preston.grimes@ondas.com

SOURCE: Ondas Inc.



View the original press release on ACCESS Newswire

FAQ

How much new autonomous defense business did Ondas (ONDS) win in June 2026?

Ondas secured over $40 million in new June 2026 orders for autonomous defense systems. According to Ondas, these contracts span Counter-UAS, Loitering Munition Systems, ground systems, and related services from governmental and defense customers across multiple international markets.

What is Ondas' total Q2 2026 order activity and awards (NASDAQ: ONDS)?

Ondas reports more than $150 million in second-quarter 2026 orders and awards. According to Ondas, this figure includes June’s orders and over $30 million in May orders across air defense, C-UAS, ISR, robotic systems, and precision engagement technologies.

What role does Rotron's SkyLance system play in Ondas' LMS strategy (ONDS)?

Rotron's SkyLance is a one-way-effect long-range strike system central to Ondas' LMS strategy. According to Ondas, a successful UK Ministry of Defence Project Brakestop trial validated core technologies and demonstrated rapid delivery of operationally relevant sovereign UK capability.

How is demand for Loitering Munition Systems affecting Ondas (ONDS) in Europe and the U.S.?

Ondas notes accelerating demand for Loitering Munition Systems in Europe and the United States. According to Ondas, allied defense customers are moving quickly to strengthen both defensive and offensive autonomous capabilities, complementing existing demand for Counter-UAS technologies.

What technologies are included in Ondas' integrated autonomous defense platform (NASDAQ: ONDS)?

Ondas' platform integrates C-UAS, Loitering Munition Systems, ISR, ground robotics, electronic warfare, and AI-enabled command-and-control. According to Ondas, this unified architecture is intended to deliver scalable, cost-effective mission capabilities and meet rising demand for system-of-systems defense solutions.

Why does Ondas believe its LMS and C-UAS strategy is competitive for ONDS investors?

Ondas highlights an integrated operating model linking product development, manufacturing, customer access, and field experience. According to Ondas, this approach creates commercial synergies, supports larger defense programs, and leverages rising global defense spending and increased adoption of autonomous technologies.